New Individual Wealth tools to support client conversations
Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way.
Introducing our fund manager spotlight pages
You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission.
Quickly access:
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An overview of each fund manager
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Mission and investment approach
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Available funds on Equitable GIF
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Additional value-added content — including videos, helpful links and more.
New sample portfolios to help guide client discussions
A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize:
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How their strategy could look in practice.
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Trade-offs between different investment styles.
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How various approaches could support long‑term planning.